Creative Planning First Tr Exchange Traded Fd Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 27,525 shares of FCG stock, worth $730,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,525
Previous 29,714 7.37%
Holding current value
$730,238
Previous $721,000 4.72%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$22.62 - $27.44 $49,515 - $60,066
-2,189 Reduced 7.37%
27,525 $755,000
Q4 2023

Feb 14, 2024
SELL
$23.03 - $27.3 $50,205 - $59,514
-2,180 Reduced 6.84%
29,714 $721,000
Q3 2023

Nov 16, 2023
SELL
$22.63 - $27.1 $29,713 - $35,582
-1,313 Reduced 3.95%
31,894 $828,000
Q2 2023

Jul 21, 2023
SELL
$21.33 - $24.08 $73,332 - $82,787
-3,438 Reduced 9.38%
33,207 $773,000
Q1 2023

May 15, 2023
BUY
$20.73 - $25.65 $10,385 - $12,850
501 Added 1.39%
36,645 $825,000
Q4 2022

Feb 10, 2023
BUY
$23.83 - $28.41 $44,323 - $52,842
1,860 Added 5.43%
36,144 $885,000
Q3 2022

Nov 03, 2022
BUY
$20.41 - $27.58 $444,080 - $600,085
21,758 Added 173.7%
34,284 $783,000
Q2 2022

Aug 15, 2022
SELL
$21.75 - $30.82 $23,403 - $33,162
-1,076 Reduced 7.91%
12,526 $274,000
Q1 2022

May 16, 2022
BUY
$17.85 - $25.38 $242,795 - $345,218
13,602 New
13,602 $332,000
Q1 2018

Apr 18, 2018
SELL
$19.97 - $24.49 $5.38 Million - $6.6 Million
-269,582 Closed
0 $0
Q4 2017

Jan 17, 2018
BUY
$20.42 - $23.0 $898,092 - $1.01 Million
43,981 Added 19.5%
269,582 $6.14 Million
Q3 2017

Oct 17, 2017
BUY
$21.71 - $21.96 $4.9 Million - $4.95 Million
225,601
225,601 $4.91 Million

Others Institutions Holding FCG

# of Institutions
136
Shares Held
7.47M
Call Options Held
79.1K
Put Options Held
76.8K
View Full List

About FIRST TR EXCHANGE-TRADED FD

FCG Quotes by TradingView
  • Ticker FCG
  • Sector ETFs
  • Industry ETFs
More about FCG
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email